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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-20 |
Branch Locations
1905 Forest Ridge Drive, Bedford, TX 76021 • United States
1905 Forest Ridge Drive, Bedford, TX 76021 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2023 | 02/2026 |
| Athens Independent School District | Athens | TX | 12/2021 | 12/2022 |
| Dogwood Church | Athens | TX | 11/2013 | 02/2022 |
| Rtc Holdings, Inc (Download Youth Ministry) | Rancho Santa Margarita | CA | 10/2014 | Present |
| Ipsos Insight Llc | New York | NY | 01/2021 | 05/2022 |
| Lpl Financial Llc | Bedford | TX | 04/2026 | Present |
| Fort Worth Community Cu | Bedford | TX | 04/2026 | Present |
1) 04/06/2026- Worth Wealth Management - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 04/06/2026- RTC Holdings, Inc- Author of package PowerPoint games and youth ministry lessons - non-inv. Related- Santa Margarita, CA - start date 1/01/2014- 1hrs/mth - 0 during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-08 |
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